Overview
PostBeyond has introduced dynamic UTMs and enhanced campaign management features to improve marketing attribution for users of Adobe Tag Manager and Google Analytics. Administrators can now create and manage campaigns with specific UTMs/CIDs, assign mandatory hashtags, and view detailed analytics, allowing for better alignment with broader marketing initiatives and more granular success tracking.
Information
PostBeyond campaigns can now leverage dynamic UTMs to better align attribution from PostBeyond with how they structure their marketing reporting in Adobe Tag Manager and Google Analytics. The customer must be using either of the two analytics platforms to make use of this feature.
It is possible to create campaigns for both Google Analytics and Adobe Tag Manager within the same PostBeyond instance.
Previously, all PostBeyond activity was associated with a single campaign (Defaulted to “PostBeyond”) in Adobe & Google Analytics. The ability to link a specific PostBeyond campaign to a matching marketing analytics campaign did not exist.
Admins can now create campaigns with dynamic UTMs/CIDs that can be used on one or multiple posts within the PostBeyond library. Posts associated with a given campaign also provide the option to require specific hashtags.
This new feature increases the visibility to program success at a more granular level by putting the admin in full control of the creation and management of program campaigns. This gives you, the admin, the power to align your PostBeyond campaign goals to the larger marketing team initiatives and track your team's successes.
How to Navigate the New Campaigns Page - Getting Started
You can access the Campaigns page by navigating to the admin view, then selecting 'Attribution' and 'Campaigns'.
Key Features
- Campaign Name: A list of the campaigns by campaign title.
- Type: Indicates the analytics platform (Adobe Tag Manager or Google Analytics).
- Description: A customized description of each campaign.
- Status: Indicates whether the campaign is active or archived.
- "View" Button: Allows the admin to get a look into the setup of each campaign.
At the time of the feature release, pre-existing programs will be grandfathered with the existing UTM/CIDs to become the Primary Campaign. New programs will be required to set up a Primary Campaign before assigning a campaign to a post.
How to Set Up Your Campaign
To create and set up a new Campaign, click on the "Create New Campaign" button at the top right-hand side of the Campaigns page.
This brings you to the Create New Campaign page:
Here, you will be prompted to fill in the campaign name, description, analytics platform, attribution conversion, and campaign parameters. The options you choose will dictate the required parameters to be completed.
You also have the option of using the two bottom toggles to add mandatory hashtags or set as Primary Campaign.
How to Maintain Your Campaign
You can make edits to your campaigns directly from the main Campaigns page.
Editing Campaign Options
Click on the down arrow icon beside the campaign you would like to edit. This will populate a dropdown menu with three options: "Edit", "Archive", and "Set as Primary". The current Primary Campaign (indicated with a star icon) cannot be archived and therefore only has "Edit" as the option.
Campaigns cannot be deleted, but they can be archived at any time.
Editing Campaign Details
Mandatory hashtags and attribution conventions of the campaign can only be edited if no posts have been shared. Even after posts are shared, the name and description of a campaign can still be edited.
When an edit is made to a campaign, posts that are already shared to this campaign will retroactively update.
Archiving a Campaign
When you decide to archive a campaign, a popup window will appear, and you will need to type "ARCHIVE" in the field to confirm your decision.
How to Assign a Campaign to a Post
Campaigns can be assigned when creating a post or approving it from the inbox. By default, if no campaign is assigned at that time, the campaign will be set to 'Primary'. It is important to note that:
Mandatory hashtags cannot be removed by the end user.
Viewing Campaign Analytics
To view analytics related to your campaigns, enter the admin view > Analytics > Campaigns.
Campaign Analytics covers the metrics of shares, potential reach, and interactions per campaign.
FAQ
How do I create a new campaign in PostBeyond?
To create a new campaign, navigate to the Campaigns page in the admin view, click on "Create New Campaign," and fill in the required details such as campaign name, description, analytics platform, and campaign parameters.
Can I edit a campaign after posts have been shared?
Yes, you can edit the name and description of a campaign even after posts have been shared. However, mandatory hashtags and attribution conventions can only be edited if no posts have been shared yet.
What happens if I archive a campaign in PostBeyond?
When you archive a campaign, it is no longer active and cannot be assigned to new posts. To confirm archiving a campaign, you will need to type "ARCHIVE" in a popup window.
How can I view the analytics for my PostBeyond campaigns?
To view campaign analytics, go to the admin view, select Analytics, and then Campaigns. You'll be able to see metrics such as shares, potential reach, and interactions per campaign.
What should I do if I have questions about setting up or managing campaigns in PostBeyond?
If you have any questions regarding campaigns, you should reach out to your Customer Success Manager (CSM) or contact support at support@postbeyond.com.